Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Park State Asset Management Beverly, MA 5/19/2026
Park West Asset Management LLC San Francisco, CA 5/15/2026
Parker Financial LLC Silverdale, WA 4/21/2026
Parker Investment Management, LLC Menlo Park, CA 5/13/2026
Parkman Healthcare Partners LLC Stamford, CT 5/15/2026
Parkshore Wealth Management, Inc. Granite Bay, CA 5/13/2026
Parkside Advisors LLC 7/9/2025
Parkside Financial Bank & Trust Saint Louis, MO 5/13/2026
Parkside Investments, LLC Deerfield, IL 4/8/2026
Parkway Wealth Management Group, LLC Plano, TX 4/20/2026
Parkwood LLC Cleveland, OH 5/15/2026
Parkwoods Wealth Partners, LLC Syracuse, NY 4/13/2026
Parkworth Wealth Management, Inc. 8/13/2025
PARNASSUS INVESTMENTS, LLC San Francisco, CA 5/12/2026
Parplus Partners 5/14/2020
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC Minneapolis, MN 5/4/2026
Parrish Capital LLC Kennesaw, GA 4/28/2026
Parsec Financial Management, Inc. 4/6/2023
Parsifal Capital Management, LP Greenwich, CT 5/15/2026
Parsonex Advisory Services, Inc. Englewood, CO 5/12/2026
PARSONS CAPITAL MANAGEMENT INC/RI Providence, RI 4/15/2026
PARTHENON LLC Louisville, KY 4/28/2026
Partner Investment Management, L.P. 2/14/2020
PartnerRe Asset Management CORP Stamford, CT 7/1/2026
PartnerRe Principal Finance Inc. 10/27/2016
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 11/13/2017
PARTNERS CAPITAL INVESTMENT GROUP, LLP Boston, MA 5/12/2026
Partners Group Holding AG Baar Zug, V8 5/15/2026
Partners in Financial Planning Salem, VA 5/11/2026
Partners Value Investments L.P. Hamilton, D0 5/15/2026
PARTNERS WEALTH MANAGEMENT, LLC Carmel By The Sea, CA 4/23/2026
Partnership Wealth Management, LLC Towson, MD 4/8/2026
Partnervest Advisory Services LLC 11/3/2020
PARUS FINANCE (UK) Ltd London, X0 5/12/2026
Parus Finance SA Paris, I0 6/26/2014
Parvin Asset Management, LLC Sioux Falls, SD 5/15/2026
Parvus Asset Management Europe Ltd 5/15/2025
Parvus Asset Management Jersey Ltd St. Helier, Y9 5/15/2026
Pasadena Private Wealth, LLC Pasadena, CA 4/22/2026
Passaic Partners LLC Newark, NJ 5/15/2026
Passive Capital Management, LLC. Baltimore, MD 5/14/2026
Passport Capital, LLC 2/14/2020
Passumpsic Savings Bank St. Johnsbury, VT 2/5/2026
PASTEL & ASSOCIES SA 10/11/2018
Pathfinder Wealth Consulting, Inc. Wilmington, NC 4/20/2026
Pathlight Investors LLC 2/19/2019
PATHSTONE FAMILY OFFICE, LLC 1/16/2024
Pathstone Holdings, LLC Englewood, NJ 5/11/2026
PATHWAY CAPITAL MANAGEMENT, LP Irvine, CA 4/30/2026
Pathway Financial Advisers, LLC Auburn, IN 4/23/2026
Pathway Financial Advisors LLC 7/6/2026
PATHWAY WEALTH MANAGEMENT LLC Dallas, TX 5/20/2026
Patient Capital Management, LLC Baltimore, MD 5/14/2026
Patient Square Capital LP Menlo Park, CA 5/15/2026
PATRICK M SWEENEY & ASSOCIATES, INC Libertyville, IL 5/7/2026
Patrick Mauro Investment Advisor, INC. Oak Brook, IL 5/6/2026
Patriot Financial Group Insurance Agency, LLC Westborough, MA 4/22/2026
Patriot Financial Partners GP II, L.P. Radnor, PA 5/6/2026
PATRIOT FINANCIAL PARTNERS GP, LP 8/13/2025
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. Knoxville, TN 4/14/2026
Patriot Wealth Management, Inc. 1/7/2019
PATRIZIA Pty Ltd 10/11/2024
PATRON PARTNERS, LLC Houston, TX 4/29/2026
PATTEN & PATTEN INC/TN Chattanooga, TN 5/1/2026
Patten Group, Inc. Chattanooga, TN 4/24/2026
PATTON ALBERTSON MILLER GROUP, LLC Chattanooga, TN 4/21/2026
PATTON FUND MANAGEMENT, INC. New York, NY 4/22/2026
Paul John Balson 2/17/2021
Paul R. Ried Financial Group, LLC Bellevue, WA 5/7/2026
PAULSON & CO. INC. Jersey City, NJ 5/15/2026
Paulson Wealth Management Inc. West Palm Beach, FL 5/8/2026
Pavadi Capital LLC 2/14/2024
Pavion Blue Capital, LLC Newport Beach, CA 5/6/2026
PAX Financial Group, LLC San Antonio, TX 4/27/2026
PAYDEN & RYGEL Los Angeles, CA 5/12/2026
PAYDEN & RYGEL INVESTMENT GROUP 10/9/2024
Payne Capital LLC Lake Oswego, OR 4/20/2026
Payne Capital Management, LLC New York, NY 5/8/2026
PayPay Securities Corp Tokyo, M0 4/23/2026
PB INVESTMENT PARTNERS, L.P. Burlingame, CA 5/8/2026
PBCay One RSC Ltd Al Maryah Island, C0 5/14/2026
PBMares Wealth Management LLC 10/27/2025
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen, G7 4/10/2026
PCA Investment Advisory Services Inc. Cincinnati, OH 5/11/2026
PCB Capital LLC East Brunswick, NJ 4/29/2026
PCG ASSET MANAGEMENT, LLC Gladstone, NJ 5/12/2026
PCG Wealth Advisors, LLC Overland Park, KS 4/28/2026
PCJ Investment Counsel Ltd. Toronto, A6 5/11/2026
PCM Encore, LLC Aspen, CO 5/12/2026
PCO INVESTMENT MANAGEMENT LP 8/14/2015
PDS Planning, Inc Dublin, OH 4/21/2026
PDT Partners, LLC New York, NY 5/15/2026
Peachtree Investment Advisors, Inc. 1/14/2019
Peachtree Investment Partners, LLC Indian River Shores,, FL 5/8/2026
Peak Asset Management, LLC Louisville, CO 5/14/2026
Peak Capital Management LLC 4/1/2020
PEAK FINANCIAL ADVISORS LLC Denver, CO 4/22/2026
Peak Financial Management, Inc. Wellesley, MA 4/28/2026
Peak Investments, LLC 8/13/2015
Peak Planning Group, LLC Centennial, CO 6/24/2026
Peak Retirement Planning, Inc. Columbus, OH 5/11/2026
Peak Ten Capital LLC 11/16/2015
Peak Wealth Management LLC Nashua, NH 4/14/2026
Peak XV Partners Operations LLC Trianon, O4 5/15/2026
PEAK6 Investments LLC 11/14/2024
PEAK6 Investments, L.P. 8/15/2018
PEAK6 LLC Austin, TX 5/13/2026
PeakShares LLC Tampa, FL 5/5/2026
PEAPACK GLADSTONE FINANCIAL CORP Bedminster, NJ 5/15/2026
Peapod Lane Capital LLC Bedford Hills, NY 5/1/2026
PEAR TREE ADVISORS INC 8/12/2016
Pearl Planning LLC Dexter, MI 4/30/2026
Pearl River Capital, LLC 11/13/2025
PEAVINE CAPITAL, LLC Reno, NV 4/22/2026
PECAUT & CO. Sioux City, IA 5/11/2026
Peck Wealth Management, LLC White Plains, NY 5/13/2026
PECONIC PARTNERS LLC New York, NY 5/15/2026
PEDDOCK CAPITAL ADVISORS, LLC Braintree, MA 4/15/2026
PEG CAPITAL MANAGEMENT INC /NH/ 5/6/2015
Pegasus Asset Management, Inc. Morristown, NJ 4/20/2026
Pegasus Partners Ltd. 11/1/2024
Peirce Capital Management, LLC The Woodlands, TX 4/20/2026
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. Warsaw, R9 5/6/2026
Pekin Hardy Strauss, Inc. Chicago, IL 5/6/2026
Pelham Capital Ltd. London, X0 5/12/2026
PELHAM GLOBAL FINANCIALS LTD 10/24/2023
Pelion, Inc. 11/10/2025
Pelorus Jack Capital, L.P. 8/13/2018
Peloton Wealth Strategists Indianapolis, IN 5/14/2026
Pembroke Management, LTD Montreal, A8 5/13/2026
Penbrook Management LLC New York, NY 4/21/2026
Pendal Group Ltd 1/19/2023
PenderFund Capital Management Ltd. Vancouver, A1 5/15/2026
PENINSULA ASSET MANAGEMENT INC Bradenton, FL 5/5/2026
Peninsula Wealth, LLC 2/13/2025
Penn Capital Management Company, LLC Philadelphia, PA 5/6/2026
PENN DAVIS MCFARLAND INC Dallas, TX 4/21/2026
Penn Mutual Asset Management Conshohocken, PA 5/8/2026
PENN MUTUAL LIFE INSURANCE CO 8/9/2018
Pennant Capital Management, LLC 11/14/2018
Pennant Investors, LP Summit, NJ 5/15/2026
Pennant Select, LLC Summit, NJ 5/15/2026
PENNEY FINANCIAL, LLC Houston, TX 4/22/2026
PENNINGTON PARTNERS & CO., LLC Bethesda, MD 5/14/2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV Huntingdon Valley, PA 4/28/2026
Pennsylvania State University University Park, PA 5/14/2026
Pennsylvania Trust Co 4/27/2020
Penobscot Investment Management Company, Inc. Boston, MA 4/29/2026
PENOBSCOT WEALTH MANAGEMENT Portland, ME 4/20/2026
Penserra Capital Management LLC Orinda, CA 5/11/2026
PENSIOENFONDS RAIL & OV 3/7/2025
Pension Partners, LLC 11/7/2019
Pensionfund PDN Sittard, P7 7/1/2026
Pensionfund Sabic Sittard, P7 7/1/2026
Pentwater Capital Management LP Naples, FL 5/15/2026
People's United Financial, Inc. 5/10/2022
PEOPLES BANK /OH Marietta, OH 4/24/2026
Peoples Bank/KS Pratt, KS 4/15/2026
PEOPLES FINANCIAL SERVICES CORP. Moosic, PA 4/20/2026
Per Stirling Capital Management, LLC. Austin, TX 5/11/2026
Perbak Capital Partners LLP London, X0 5/15/2026
PERCEPTIVE ADVISORS LLC New York, NY 5/29/2026
Peregrine Asset Advisers, Inc. Portland, OR 4/24/2026
PEREGRINE CAPITAL MANAGEMENT LLC Minneapolis, MN 4/23/2026
PEREGRINE INVESTMENT MANAGEMENT INC Toronto, A6 4/15/2026
Perella Weinberg Partners Capital Management LP 5/13/2024
Perennial Advisors, LLC New York, NY 4/13/2026
Perennial Investment Advisors, LLC Los Angeles, CA 5/15/2026
Perennial Investment Partners LTD 5/15/2015
Performa Ltd (US), LLC Charleston, SC 5/6/2026
Performance Wealth Partners, LLC Hinsdale, IL 4/10/2026
Pergamon Offshore Advisors, L.P. 2/11/2016
Perigon Wealth Management, LLC San Francisco, CA 4/10/2026
Perimeter Capital Partners, LLC 2/2/2015
PERISCOPE CAPITAL INC. Toronto, A6 5/13/2026
Perissos Private Wealth Management, LLC Bethany, OK 5/7/2026
PERKINS CAPITAL MANAGEMENT INC Wayzata, MN 4/23/2026
Perkins Coie Trust Co Seattle, WA 4/15/2026
Perkins Investment Management, LLC 5/15/2017
Permanens Capital L.P. New York, NY 5/15/2026
Permanent Capital Management, LP Chicago, IL 5/14/2026
Permian Investment Partners, LP Dallas, TX 5/15/2026
Permira Europe III G.P. LTD 11/14/2018
Permira Holdings LTD St. Peter Port, Y7 5/15/2026
Permira IV Managers Ltd 11/14/2017
Permit Capital Advisors, LLC 5/16/2022
Permit Capital, LLC West Conshohocken, PA 5/7/2026
Perpetual Investment Management Ltd 2/14/2023
Perpetual Ltd Sydney, New South Wales, C3 4/14/2026
PERRITT CAPITAL MANAGEMENT INC Chicago, IL 2/17/2026
PERRY CAPITAL 11/3/2017
PERRY CREEK CAPITAL LP New York, NY 5/15/2026
PERRYMAN FINANCIAL ADVISORY INC /AD Dallas, TX 4/29/2026
Perseverance Asset Management International George Town, E9 5/14/2026
Pershing Square Capital Management, L.P. New York, NY 5/15/2026
PERSHING SQUARE INC. New York, NY 5/15/2026
Persistent Asset Partners Ltd Hong Kong, K3 5/12/2026
Persium Advisors, LLC Atlanta, GA 5/1/2026
Personal Capital Advisors Corp 2/15/2023
PERSONAL CFO SOLUTIONS, LLC Chester, NJ 4/30/2026